[Aron]

My main concern with the electric vehicle hockey stick growth curve is sourcing the cobalt required in Li-ion battery chemistry (although there are non cobalt versions LiFePo with worse metrics). One of the basic problems is how does a cobalt miner know whether or not something like this article's battery doesn't pop into existence just as soon as they put in billions of dollars to get a cobalt mine going. I have a suspicion that Tesla is waiting to be more clearly stable financially and then they will do something to derisk cobalt miners (like promise the purchase of a boatload of cobalt at a certain price).